Subrat Kumar Nayak
Rourkela
Summary
Financial professional with proven expertise in relationship-building and problem-solving.
Demonstrated success in high-pressure environments, consistently exceeding client expectations. Skilled in providing investment guidance and comprehensive financial planning, including retirement and insurance strategies. Strong communicator with a track record of fostering partnerships across diverse demographics and management levels.
Overview
8
8
years of professional experience
2
2
years of post-secondary education
Work History
Financial Advisor
Mutual Fund & Insurance
Rourkela
03.2018 - Current
- Educated clients on financial products and services, facilitating informed decision-making.
- Coordinated with team to create personalized financial plans aligned with client goals.
- Researched investment opportunities to provide informed recommendations for client decisions.
- Monitored client portfolios to ensure alignment with financial goals and objectives.
- Clarified advantages and disadvantages of financial products, improving client satisfaction.
- Researched investment opportunities to support client decisions.
- Participated in community events to promote initiatives focused on financial literacy.
- Attended training sessions to deepen knowledge of financial regulations and compliance
Education
Bachelor of Computer Applications - Computer And Information Sciences
Rourkela Institute of Management Studies
Rourkela , India 03.2018 - 03.2020
Skills
- Investment advising
- Insurance planning
- Wealth preservation
- Mutual fund knowledge
- Risk assessment
- Multitasking
- Relationship management
Timeline
Financial Advisor
Mutual Fund & Insurance
03.2018 - Current
Bachelor of Computer Applications - Computer And Information Sciences
Rourkela Institute of Management Studies
03.2018 - 03.2020